Agile CRM + Peak Funnels Integration

Connect Agile CRM to Peak Funnels in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Peak Funnels
    Contact is created or updated in Peak Funnels Instant
  • Peak Funnels
    Booking is created in Peak Funnels Instant
  • Peak Funnels
    Order is created in Peak Funnels Instant
  • Peak Funnels
    Order is updated in Peak Funnels Instant
  • Peak Funnels
    Form response is created in Peak Funnels Instant
  • Peak Funnels
    Product is created in Peak Funnels Instant
  • Peak Funnels
    Product is updated in Peak Funnels Instant
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Peak Funnels Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Agile CRM + Peak Funnels Integration

Create Peak Funnels contact for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use Peak Funnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding contact will automatically be created in Peak Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Peak Funnels Automations from
Integrately Community

Most popularmost-popular-automations
01
Peak Funnels logo
Trello logo
Create Trello card for new Peak Funnels contact
02
Peak Funnels logo
CompanyHub logo
Create CompanyHub record for new Peak Funnels form response
03
Peak Funnels logo
Salesforce logo
Create Salesforce record for new Peak Funnels form response
04
Peak Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Peak Funnels form response
05
Peak Funnels logo
Notion logo
Create Notion database item for new Peak Funnels form response
cloud
Peak Funnels
app integration
06
Peak Funnels logo
Zoho Sheet logo
Create Zoho Sheet row for new Peak Funnels form response
07
Peak Funnels logo
Google Chat logo
Send Google Chat message for new Peak Funnels contact
08
Peak Funnels logo
sendSMS logo
Send sendSMS message for new Peak Funnels event
09
Peak Funnels logo
Braintree logo
Create Braintree customer from new Peak Funnels form response
10
Peak Funnels logo
Fluid Pay logo
Create Fluid Pay contact from new Peak Funnels form response
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1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Peak Funnels With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Peak Funnels
Peak Funnels
Peak Funnels is the all-in-one platform for your business. With everything you need built right in, there's no need for costly plug-ins or integrations. It helps build high-converting sales funnels and engage with your clients in a whole new way.